THE ROLE The Venture Advisor is responsible for managing a portfolio of small business clients. Advisors are experts responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. In addition, The Venture Advisor is responsible for the input of new business and marketing documents as well as other administrative duties as required to enhance the team’s overall effectiveness.
WHAT YOU’LL DO Works closely with the team on all aspects of client service, marketing, and renewal while adhering to Lloyd Sadd’s best practices and standard procedures Responsible to delegate, develop, and coach the Client Coordinator’s work to ensure timelines are being met and to review accuracy of documentation Manage account documentation (i.e., routine inquires, quotes, cover notes, statement of values, insurance contracts, endorsements, cancellations, etc.) Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements Ensure EPIC workflows are followed including maintaining and updating custom forms Ensure accurate and timely servicing and billing of accounts Actively develop an increased knowledge of related insurance products and client needs Participate in training and professional development courses to enhance skills and industry knowledge Other duties as assigned
POSITION: Client Associate, Commercial Lines
REPORTING TO: Unit Manager
THE ROLE
The Client Associate is a blended role of Client Coordinator and Client Manager. The Client Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Client Associate is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.
The Client Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions.
We are looking for a special, passionate administrative professional who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high end results on schedule. The successful candidate will be detail driven, highly organized, and will be passionate about providing exceptional client service at all levels.
WHAT YOU’LL DO
Communication with clients and issue client certificates of insurance and pink cards Process documents including new business, renewals and endorsements within Epic Manage incoming and outgoing mail related to the book of business Invoice, transact, and execute on premium finance contracts and premium allocations Ensure EPIC workflows are followed Maintain Claims information in EPIC which includes; input, update and follow-up with client Assist in preparing renewals A/R processing and billing Follow up on outstanding documents from the Insured or Insurer Checking insurance documents for accuracy
WHAT WE REQUIRE
Insurance or Financial Services experience preferred Willing to invest time in extensive training and must be able to obtain your General Insurance License and work towards an industry related professional designations. Advanced skills in Outlook, Excel, Word considered an asset Experience in EPIC considered an asset
THE ROLE The Client Specialist plays a vital support role focused on addressing inbound queries and aiding with clients of all sizes. Internal collaboration is key for developing innovative solutions that guarantee Client satisfaction. The Specialist has a deep understanding of client needs and continuously evolves their knowledge of business dynamics. This role is crucial in enhancing and supporting the overall client experience.
As a Client Specialist, you are an Artisan that is accommodating and analytical while producing highly precise and accurate work. You are collaborative but can work diligently on independent tasks.
As an Artisan you: Produce highly precise and accurate work Prefer structure within every day tasks Are analytical and strategic through problem solving Highly detail oriented
WHAT YOU’LL DO: Most importantly, you will lead by example, live our values, and drive business relationships for the company through providing exceptional customer service. Provide timely and accurate responses to inquiries, addressing concerns and offering solutions to meet client needs. Collaborate with internal teams to develop innovative solutions and overcome obstacles to client satisfaction. Navigate complexity in client portfolios, demonstrating creative problem solving. Demonstrate ownership, urgency, and adherence to timelines in all client engagements and internal projects. Anticipate client needs and the impact of processes, addressing special client calls and inquiries with strategic insight and agility. Expand Industry knowledge on an on-going basis. Other duties as required.
WHAT WE REQUIRE: An academic background consisting of post secondary education, certificates, industry programs, etc. An interest in additional education/designations or the willingness to obtain LLQP License if required. Strong problem-solving skills and ability to think creatively to address client needs. Excellent communication skills, both written and verbal, with the ability to build rapport and influence stakeholders. Ability to thrive in a dynamic environment and adapt to changing client needs. Proficiency with Microsoft Office Suite. Bonus points : Knowledge of products and processes of insurance carriers.
POSITION: Client Associate, Commercial Lines
REPORTING TO: Unit Manager
THE ROLE
The Client Associate is a blended role of Client Coordinator and Client Manager. The Client Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Client Associate is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.
The Client Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions.
We are looking for a special, passionate administrative professional who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high end results on schedule. The successful candidate will be detail driven, highly organized, and will be passionate about providing exceptional client service at all levels.
WHAT YOU'LL DO
Communication with clients and issue client certificates of insurance and pink cards Process documents including new business, renewals and endorsements within Epic Manage incoming and outgoing mail related to the book of business Invoice, transact, and execute on premium finance contracts and premium allocations Ensure EPIC workflows are followed Maintain Claims information in EPIC which includes; input, update and follow-up with client Assist in preparing renewals A/R processing and billing Follow up on outstanding documents from the Insured or Insurer Checking insurance documents for accuracy
WHAT WE REQUIRE
Insurance or Financial Services experience preferred Willing to invest time in extensive training and must be able to obtain your General Insurance License and work towards an industry related professional designations. Advanced skills in Outlook, Excel, Word considered an asset Experience in EPIC considered an asset
THE ROLE The Venture Advisor is responsible for managing a portfolio of small business clients. Advisors are experts responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. In addition, The Venture Advisor is responsible for the input of new business and marketing documents as well as other administrative duties as required to enhance the team's overall effectiveness.
WHAT YOU'LL DO Works closely with the team on all aspects of client service, marketing, and renewal while adhering to Lloyd Sadd's best practices and standard procedures Responsible to delegate, develop, and coach the Client Coordinator's work to ensure timelines are being met and to review accuracy of documentation Manage account documentation (i.e., routine inquires, quotes, cover notes, statement of values, insurance contracts, endorsements, cancellations, etc.) Review client's current coverage and exposures, loss experience and analyze risk to determine the product/service requirements Ensure EPIC workflows are followed including maintaining and updating custom forms Ensure accurate and timely servicing and billing of accounts Actively develop an increased knowledge of related insurance products and client needs Participate in training and professional development courses to enhance skills and industry knowledge Other duties as assigned
The Account Manager is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. In addition, the Account Manager is responsible for the input of new business and marketing documents as well as other administrative duties as required to enhance the team’s overall effectiveness.As an Account Manager, you are an Operator, patient, conscientious, relaxed and cooperative team worker. You are;Affable, approachable, accommodating, and detail-orientedHighly tolerant for systematic workRespectful and accepting of others’ decisions.WHAT YOU’LL DO:Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;Actively engaged in supporting the growth of the company;A key emphasis on building rapport and relationships through internal team mentorship and through external client relations;Overseeing and mentoring account managers, account associates, and account assistants including helping their career development by supporting them to attend client meetings as appropriate;Delegate, develop, and coach the team to ensure timelines are being met;Determine customer needs, negotiate coverages and terms, respond to complaints and inquiries, and process transactions;Continue to review the client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements in collaboration with the Senior Advisors;Ensure EPIC workflows are followed including maintaining and updating custom forms;Ensure accurate and timely servicing and billing of accounts; andOther duties as required.WHAT WE REQUIRE:Demonstrated breadth across commercial insurance and depth with policy wordings and coverages within key industry sectors;Level II license or equivalent and relevant industry experience required; preferred an academic background consisting of post secondary education, certificates, industry programs, such as CIP, CRM and CAIB or working towards;Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues;A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC).WHAT WE OFFER:Competitive Salaries based on knowledge and experience;Matching RRSP Contributions;Flexible Working Arrangements & Schedules;Employee Discounts;Health and Wellness Initiatives;Referral Bonuses for both New Business and Talent;A positive and safe work environment!Attracting, developing, engaging, and retaining dedicated team members, is a critical component of Lloyd Sadd’s success. We commit ourselves to a culture that motivates and recognizes high performance through professional development opportunities which include progressive responsibilities, recognition for effort and rewards based on results.Ready to apply? We thought so!Qualified candidates are invited to email their resume and cover letter to: careers@lloydsadd.com.Lloyd Sadd is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. #J-18808-Ljbffr
The Account Manager is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. In addition, the Account Manager is responsible for the input of new business and marketing documents as well as other administrative duties as required to enhance the team’s overall effectiveness.As an Account Manager, you are an Operator, patient, conscientious, relaxed and cooperative team worker. You are:Affable, approachable, accommodating, and detail-orientedHighly tolerant for systematic workRespectful and accepting of others’ decisions.WHAT YOU’LL DO:Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;Actively engaged in supporting the growth of the company;A key emphasis on building rapport and relationships through internal team mentorship and through external client relations;Overseeing and mentoring account managers, account associates, and account assistants including helping their career development by supporting them to attend client meetings as appropriate;Delegate, develop, and coach the team to ensure timelines are being met;Determine customer needs, negotiate coverages and terms, respond to complaints and inquiries, and process transactions;Continue to review the client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements in collaboration with the Senior Advisors;Ensure EPIC workflows are followed including maintaining and updating custom forms;Ensure accurate and timely servicing and billing of accounts; andOther duties as required.WHAT WE REQUIRE:Demonstrated breadth across commercial insurance and depth with policy wordings and coverages within key industry sectors;Level II license or equivalent and relevant industry experience required; preferred an academic background consisting of post secondary education, certificates, industry programs, such as CIP, CRM and CAIB or working towards;Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues;A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC).WHAT WE OFFER:Competitive Salaries based on knowledge and experience;Matching RRSP Contributions;Flexible Working Arrangements & Schedules;Employee Discounts;Health and Wellness Initiatives;Referral Bonuses for both New Business and Talent;A positive and safe work environment!Attracting, developing, engaging, and retaining dedicated team members is a critical component of Lloyd Sadd’s success. We commit ourselves to a culture that motivates and recognizes high performance through professional development opportunities which include progressive responsibilities, recognition for effort and rewards based on results.Ready to apply? We thought so!Qualified candidates are invited to email their resume and cover letter to: careers@lloydsadd.com.Lloyd Sadd is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. #J-18808-Ljbffr
The Account Manager is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. In addition, the Account Manager is responsible for the input of new business and marketing documents as well as other administrative duties as required to enhance the team’s overall effectiveness.As an Account Manager, you are an Operator, patient, conscientious, relaxed and cooperative team worker. You are;Affable, approachable, accommodating, and detail-orientedHighly tolerant for systematic workRespectful and accepting of others’ decisions.WHAT YOU’LL DO:Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;Actively engaged in supporting the growth of the company;A key emphasis on building rapport and relationships through internal team mentorship and through external client relations;Overseeing and mentoring account managers, account associates, and account assistants including helping their career development by supporting them to attend client meetings as appropriate;Delegate, develop, and coach the team to ensure timelines are being met;Determine customer needs, negotiate coverages and terms, respond to complaints and inquiries, and process transactions;Continue to review the client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements in collaboration with the Senior Advisors;Ensure EPIC workflows are followed including maintaining and updating custom forms;Ensure accurate and timely servicing and billing of accounts; andOther duties as required.WHAT WE REQUIRE:Demonstrated breadth across commercial insurance and depth with policy wordings and coverages within key industry sectors;Level II license or equivalent and relevant industry experience required; preferred an academic background consisting of post secondary education, certificates, industry programs, such as CIP, CRM and CAIB or working towards;Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues;A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC).WHAT WE OFFER:Competitive Salaries based on knowledge and experience;Matching RRSP Contributions;Flexible Working Arrangements & Schedules;Employee Discounts;Health and Wellness Initiatives;Referral Bonuses for both New Business and Talent;A positive and safe work environment!Attracting, developing, engaging, and retaining dedicated team members, is a critical component of Lloyd Sadd’s success. We commit ourselves to a culture that motivates and recognizes high performance through professional development opportunities which include progressive responsibilities, recognition for effort and rewards based on results.Ready to apply? We thought so!Qualified candidates are invited to email their resume and cover letter to: careers@lloydsadd.com.Lloyd Sadd is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. #J-18808-Ljbffr
